Ryan Donahue

Ryan Donahue Email and Phone Number

Marketing Executive Turned Financial Planner @ Curio Wealth
Ryan Donahue's Location
Washington, District of Columbia, United States, United States
Ryan Donahue's Contact Details
About Ryan Donahue

Hello! I'm Ryan Donahue, an Associate Financial Advisor at Curio Wealth. With over 20 years ofprofessional experience, including a recent transition into financial services, I am passionateabout helping individuals and families achieve their financial goals.I hold a BA in Political Science from Holy Cross and an MBA from George WashingtonUniversity. Recently, I completed the Certificate in Financial Planning program at George MasonUniversity, further enhancing my ability to provide integrated financial guidance.At Curio Wealth, I support the lead advisor by providing seamless client service and turningdiscussions into actionable financial strategies. My background in marketing and operationsallows me to offer a well-rounded approach to financial planning, focusing on each client'sindividual needs.Outside of my career, I am actively involved in my community as a volunteer Athletic Directorand coach at St. Peter's parish in Washington, DC, and as a local community garden boardmember. These roles allow me to give back to my community and stay connected to the valuesthat drive me.When I'm not working, you can find me on the golf course, exploring new travel destinations, orenjoying time with my family.Let's connect! I'm eager to engage with fellow professionals who share a commitment toworking in finance, personal growth, and community service.

Ryan Donahue's Current Company Details
Curio Wealth

Curio Wealth

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Marketing Executive Turned Financial Planner
Ryan Donahue Work Experience Details
  • Curio Wealth
    Associate Financial Advisor
    Curio Wealth Jul 2024 - Present
  • Self Employed
    Marketing Consultant
    Self Employed Jan 2024 - Aug 2024
    Satellite Beach, Florida, Us
    - Work with small businesses on website creation and design, marketing messaging and positioning, sales enablement materials, and go-to-market strategy- Supported local political campaigns, government relations firms, and private businesses with product and campaign launch activities- Provide other business consulting services as needed
  • Regscan, Inc.
    Vice President Marketing
    Regscan, Inc. Dec 2021 - May 2023
    Williamsport, Pennsylvania, Us
  • Regscan, Inc.
    Marketing Director
    Regscan, Inc. Jun 2020 - Dec 2021
    Williamsport, Pennsylvania, Us
    • Manage day-to-day marketing operations for $4M global, B2B subscription business. Supported efforts that achieved 150% of sales goal in 2020. • Completed web site re-design in September 2020. 300% increase in overall web traffic versus prior year and improved engagement across the site.• Executed digital marketing efforts, including creation of content marketing deliverables (white papers, webinars, and blogs) for lead generation efforts, management of SEO paid search programs, and increase in social media activity. • Led efforts to replace CRM in 2021, including vendor selection, contract negotiation, and program implementation. New CRM will reduce overall vendor costs by 50%, in addition to improving synergy between marketing, sales and finance functions.• Partnered with industry associations, software partners (EMIS providers), and other publishers to promote RegScan products and services.
  • Ascd
    Marketing Director
    Ascd Jul 2019 - May 2020
    Arlington, Virginia, Us
    • Oversee $2M marketing budget and staff of 5 to drive conference, publication, and digital product sales.• Align with new Sales and Partnership lead to provide marketing support for sales activities. Created lead generation campaigns and sales enablement materials aligned with success stories and testimonials.• Work closely with product management, sales, and IT to develop and launch the product enhancements for our flagship digital product. Delivery of go-to market activities to re-affirm organizational mission of supporting a whole child approach to education.• Plan and execute integrated marketing campaigns to support business objectives. Improved ROI and expanded audience reach by prioritizing digital campaigns.• Provide regular campaign effectiveness reporting to senior leadership team and company Board.
  • Mainstreet Financial Planning, Inc.
    Director Of Operations & Marketing
    Mainstreet Financial Planning, Inc. May 2017 - Jun 2019
    Los Gatos, Ca, Us
    Marketing Management: Oversee discretionary marketing budget of $10K, marketing calendar, and 1 direct report in the development and implementation of integrated marketing campaigns. Assist CEO in setting goals to promote growth.Channel Strategy and Social Media Marketing: Pursue new channels, including latest social media platforms and networking tools, to increase brand’s reach.Staff Development: Manage human resources (HR) development, which includes onboarding, directing, and evaluating staff.Organizational Leadership: Review internal procedures and integrate recommendations into short- and long-term organizational planning.Campaign Management: Direct year-end and summer marketing campaigns, upselling clients into continuous service and increasing annual return business.Regulatory Compliance: Conduct training and audits to ensure compliance standards are met in all 7 states of company operation.Onboarding: Established new onboarding procedures, which included writing updated employee handbook and creating standardized training calendar, supporting future scalable growth.Growth Strategies: Launched business-to-business financial planning service, which included creating pricing strategy and establishing sales collateral. This expanded customer base and led to partnerships with third-party providers.Hiring: Hired 2 financial planners and provided training on duties.Business Strategy: Developed business strategy that included launching subscription model follow-on service programs, growing sales by 10%.Rebranding: Liaised with CEO during rebranding to define core values and elements, consolidating websites and subsidiaries into a cohesive identity.Strategic Communications and Communications Planning: Enhanced list segmentation, created segment-specific communication plans, and updated email templates for each segment, improving firm open and click-through rates by 200% over previous year.
  • Ceb
    Product Marketing Lead For Financial & Legal Products Division
    Ceb Aug 2014 - Feb 2017
    Arlington, Va, Us
    Brand Development and Public Relations: Oversaw marketing budget and 3 direct reports, developing cohesive branding and public relations campaigns. Budget Management: Created go-to-market strategies for 20 membership programs; managed global marketing budgets for all sales territories; and prioritized resource allocation in order to meet ever-changing business needs. Marketing Strategy: Worked closely with product and sales leaders to align marketing strategy with business goals.Business Insights: Delivered key findings to senior leadership on a monthly basis, keeping them informed and engaged with goals.Training & Development: Designed easy-to-absorb sales collateral, scripting, and training materials, keeping sales teams educated on new products and services. Also trained other marketers, developing and improving staff capabilities.Sales Growth: Liaised with channel marketing team to improve messaging and channel diversification, achieving 30% lead growth and 200% sales growth in 2016.Lead Development: Led marketing activities for launch of Data Privacy Leadership Council, which included cross-selling, lead discovery, sales enablement, and web presence. Product generated $1M in new sales in its first quarter.
  • Bloomberg Bna
    Director Of Marketing, Hr & Payroll Division
    Bloomberg Bna Aug 2007 - Jul 2014
    Arlington, Virginia, Us
    Operations Management and Team Leadership: Managed division operations budget of $500K–$1M and 3 direct reports to develop innovative strategies and materials for marketing campaigns. Rebranding: Served on cross-functional team to integrate Bloomberg and BNA branding post-acquisition. Rebranded websites, sales materials, conference visuals, and program value propositions, aligning all with brand promise.Change Management: Liaised with HR during reorganization of marketing division, aligning teams to take advantage of staff strengths.Event Marketing: Developed innovative events that grew brand presence. This included leading marketing efforts for 15–20 third-party trade shows throughout tenure, as well as marketing and supporting the delivery of 350+ webinars.Product Management: Implemented product management best practices, consistently increasing year-over-year sales by 10–20%. Program Development: Worked with IT and customer service teams to create programs that increased website traffic and customer retention. Increased first year customer conversion from ~80% to 94% and improved all product renewals by 5%.Go-to-market Strategy and Product Launch: Developed go-to-market strategies and marketing materials for multiple product launches, including a client-facing platform to support sales as well as 2 international products that brought in a total of $700K annually.
  • Marketresearch.Com
    Electronic Marketing Manager
    Marketresearch.Com Mar 2005 - Aug 2007
    Rockville, Maryland, Us
    Digital Marketing and Search Engine Optimization (SEO): Oversaw marketing manager, $50K search engine optimization (SEO) budget, and $150K paid search program budget, directing all electronic marketing efforts and overseeing day-to-day activities.Web Analytics and Vendor Management: Managed all aspects of web analytics and architecture reporting, providing traffic metrics, conversion rates, and improvement recommendations to stakeholders. This included overseeing web analytics and SEO vendors.Content Management: Liaised with product teams to manage SEO, web best practices, and creative content for multiple websites, including 100,000 product pages and 1,500 category and partner landing pages.Program Launch: Launched paid search program, increasing total traffic and qualified sales leads by 25%. This generated an additional $1M+ per year in new and repeat website sales.
  • Thompson Publishing Group, Inc.
    Marketing Manager & Director
    Thompson Publishing Group, Inc. Oct 2000 - Mar 2005
    Bethesda, Md, Us
    Email Marketing, Direct Mail and Telemarketing: Managed $8M budget and 10 direct reports to develop targeted direct marketing campaigns for email, direct mail, and telemarketing. Campaigns improved response rates for HR and grants product lines by 20%.Content Development: Supervised or directly contributed content to 60+ subscription products, with many focused on HR , grants management, environmental compliance, and health care. Products included loose-leaf services, newsletters, and online tools.Sales Strategy and Customer Retention: Liaised with publisher to develop strategies for sales and customer retention. Implemented plans by coordinating staff from marketing, editorial, IT, and customer service, as well as working with vendors and customer groups.Product Marketing: Created forced free trials for reference products, increasing return on investment (ROI) by 300%.

Ryan Donahue Skills

Lead Generation Leadership B2b Product Marketing Marketing Strategy Salesforce.com Publishing Direct Marketing Email Marketing Market Research Marketing Communications Strategy Sales Social Media Strategic Planning Social Media Marketing Strategic Partnerships Direct Mail Online Advertising Integrated Marketing Marketing Online Marketing Account Management Seo Crm Product Development Copywriting Cold Calling Business To Business Web Analytics Paid Search Campaigns Advertising Press Releases Google Analytics Segmentation Content Management Content Development Brand Development Brand Management Budget Management Hiring Mailchimp Presentations Blog Marketing

Ryan Donahue Education Details

  • George Mason University
    George Mason University
    Financial Planning And Services
  • The George Washington University School Of Business
    The George Washington University School Of Business
    Master Of Business Administration (Mba)
  • College Of The Holy Cross
    College Of The Holy Cross
    Political Science

Frequently Asked Questions about Ryan Donahue

What company does Ryan Donahue work for?

Ryan Donahue works for Curio Wealth

What is Ryan Donahue's role at the current company?

Ryan Donahue's current role is Marketing Executive Turned Financial Planner.

What is Ryan Donahue's email address?

Ryan Donahue's email address is ry****@****ail.com

What is Ryan Donahue's direct phone number?

Ryan Donahue's direct phone number is +190979*****

What schools did Ryan Donahue attend?

Ryan Donahue attended George Mason University, The George Washington University School Of Business, College Of The Holy Cross.

What skills is Ryan Donahue known for?

Ryan Donahue has skills like Lead Generation, Leadership, B2b, Product Marketing, Marketing Strategy, Salesforce.com, Publishing, Direct Marketing, Email Marketing, Market Research, Marketing Communications, Strategy.

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